CPE Catalog & Events
Depreciating & Expensing Business Assets
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Online
2.00 Credits
Member Price: $89
This course will address recent tax legislation, rules, and developments related to capitalization and depreciation; Section 179 and 168(k) 100 % bonus deduction; Depreciation of automobiles, including new luxury auto limits; ADS depreciation for electing farm and real estate business. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to terri.storer@acpen.com Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
From Numbers to Narratives: Mastering Data Analysis for CPAs
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Online
2.00 Credits
Member Price: $89
The accounting profession is rapidly shifting from a compliance-centered focus to one that demands insight, foresight, and strategic advisory skills. "From Numbers to Narratives: Mastering Data Analysis for CPAs" explores the "why" behind this transformation and highlights the critical role data analysis plays in helping CPAs remain relevant and competitive. This course provides a high-level overview of the skills and mindset required to move beyond historical reporting and into forward-looking analysis and storytelling. Participants will gain an understanding of how Microsoft 365 applications - such as Excel, Power Query, Power BI, OneDrive, and Teams - can be leveraged to transform raw financial data into meaningful insights. With an emphasis on the advisory role of CPAs, this course empowers professionals at every stage of their career to embrace analytics as a core competency. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.
Indirect Cost Rates 2026: What Nonprofits Must Know to Build NICRA-Proof Proposals
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Online
2.00 Credits
Member Price: $89
Indirect costs are an important aspect of obtaining full cost recovery on grants and cooperative agreements. An indirect rate is a mechanism for recovering allocable indirect costs. Have you struggled to understand how indirect rates work? We will show you Uniform Guidance theory and the mechanical aspects of how indirect rates are constructed. This session will cover the two of the most widely used indirect cost rate proposal templates to obtain Negotiated Indirect Cost Rate Agreements (NICRA) for both the U.S. Department of Health and Human Services (HHS) and U.S. Department of Interior (DOI). We will address: • Fringe and indirect rate examples, • The power of an indirect rate multiplier, • What is an ideal indirect rate, • Mandatory requirements for constructing an indirect rate, • The importance of the Statement of Functional Expense, and • Understanding the HHS and DOI model templates. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Inside Cost Seg: What the IRS Engineer Actually Looks For
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Online
2.00 Credits
Member Price: $89
This course provides a comprehensive exploration of cost segregation studies from both technical and compliance perspectives, emphasizing what truly distinguishes a high-quality, IRS-defensible report. Drawing from the IRS Cost Segregation Audit Techniques Guide (ATG) and the instructor's experience as a former IRS engineer and Cost Segregation subject matter expert. Participants will gain practical understanding of how to evaluate, perform, and document cost segregation studies. Topics include the fundamentals of cost segregation and depreciation methods, the differences between Section 1245 and 1250 property, and the importance of accurate cost allocations, engineering documentation, and supportable estimates. The course also covers the principal elements of a well-prepared report, common pitfalls that trigger IRS scrutiny, and practical remedies to strengthen study credibility and audit resilience. By the end of this session, tax professionals, engineers, and financial advisors will be equipped to recognize the hallmarks of a quality cost segregation study and avoid costly mistakes in the process. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.
Start From Trust: An Evidence-Based Approach to AI Adoption
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Online
1.00 Credits
Member Price: $55
AI is now built into software that CPA firms already use, and the pressure to have a position on it keeps rising. For most small and midsize firms the question is not whether these tools matter, but how to engage with them on terms that fit a practice built on trust, confidentiality, and professional judgment. This course makes an evidence-based case that professional skepticism is an asset in technology decisions, provided it is aimed at the right target. Drawing on research in trust calibration, human and AI decision making, cognitive offloading, and professional identity, it examines why experienced professionals discount sound algorithmic advice, what that discounting costs in accuracy, and where reasonable caution turns into accidental delay. Participants locate their firm on the AI Trust and Usage Quadrant, apply five trust questions to vendor claims, and review bounded first steps designed to protect independent judgment during a pilot. The course is vendor neutral and recommends no product. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.
ChatGPT for Accountants: 50+ Use Cases
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Online
2.00 Credits
Member Price: $89
This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.
The Controllership Series: The Controller's Role in Digital Transformation
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Online
1.40 Credits
Member Price: $39
A controller's role in digital transformation is to act as a key facilitator in integrating new technologies within the finance function. This process moves beyond traditional accounting tasks to actively analyze data, provide insights based on financial information. This will ensure the smooth implementation of new systems that streamline financial operations, all while maintaining compliance and financial control within the organization. This course will introduce some of those topics and methods Controllers are beginning to turn to. Delivery Method: Individual webcast CPE Credit: 1.4Program Level: Basic
Understanding the 4 W's in Budgeting: Who, What, When, and Which?
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Online
2.00 Credits
Member Price: $89
This session introduces a structured approach to government budgeting using the four W’s: Who, What, When, and Which. Participants will explore WHO should be involved in the budgeting process, including internal teams and external stakeholders, while learning effective communication strategies to foster collaboration. The session examines WHAT the budgeting process entails, covering essential phases, components, legal requirements, and common challenges. Attendees will also learn WHEN to engage the public through strategic planning, workshops, and outreach initiatives. Finally, the session highlights WHICH departments play key roles, from financial planning to managing capital projects. By the end of this session, participants will have a comprehensive understanding of government budgeting and how to align financial planning with community priorities. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
No Tax on Overtime: Payroll Compliance
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Online
2.00 Credits
Member Price: $89
This course provides tax and accounting professionals with a comprehensive overview of overtime requirements under the Fair Labor Standards Act (FLSA). Participants will explore the statutory definition of overtime, exemptions, and the calculation of the "regular rate of pay." Through practical examples and compliance-focused scenarios learners will gain the skills to identify risks, properly compute overtime pay, and advise clients or employers on best practices. The course emphasizes regulatory compliance, accurate application of rules, and strategies to avoid common pitfalls in wage and hour audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.
Section 25F Scholarship Granting Tax Credit: Planning and Compliance Strategies
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Online
2.00 Credits
Member Price: $89
This course provides tax and accounting professionals with a focused overview of the Section 25F scholarship granting tax credit and its application in client planning. Participants will examine eligibility requirements, qualifying contributions, credit limitations, and interaction with other tax provisions. The course also addresses state-specific considerations, including variations in eligibility, conformity, and planning opportunities across jurisdictions. Participants will learn to evaluate client eligibility, maximize available credits, and ensure compliance while avoiding common pitfalls. *Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to terri.storer@acpen.com Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Ask Me No Questions and I Will Tell You No Lies
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Online
3.00 Credits
Member Price: $109
As a parent, could you tell when your young children were lying to you? Most of you will say of course I could! How? Was it their words they said or how they acted when they were lying to you? Most of you will say, by the way they acted. We call that body language. Remember, words lie but the body always tells the truth…… without saying a word. At what age does a child learn to lie? When they are about six months old. We teach them, and we are really good at it! (We’ll talk about it.) As a rule, when an individual tells a lie, they know it’s wrong and as result it causes stress. That stress manifests itself in many ways. The individual that is lying wants to get rid of the stress by saying or doing certain things. We call these stress indicators, and they can be verbal or nonverbal. It’s particularly important to observe what the subject is talking about when the stress indicator appears. If an interviewer is aware of the verbal and nonverbal stress indicators, they can read a person like a book. Remember, words lie but the body always tells the truth. In this session, we will discuss the types of individuals that lie, why they lie, and both the verbal and nonverbal indicators of stress. In addition, we will discuss how to get them to tell the truth and make them feel good about it. Delivery Method: Individual webcast CPE Credit: 3Program Level: Various
Business Partnerships: Managing Supplier Relationships
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Online
1.00 Credits
Member Price: $55
As financial leaders, CPAs are often tasked with managing organizational risk. In this respect, the supplier relationship can be a tricky one. It is often one of the more familiar and comfortable business relationships we have, yet it may also be the one that presents the most significant risk to our company. In this course, we will explore how to manage the supplier relationship from onboarding to termination. Through case studies and best practices, we will discuss how to continue being a good partner to our suppliers while also understanding where potential risks exist. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.
Building Your Personal Net Worth: Invest in Your Future
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Online
2.00 Credits
Member Price: $89
By the nature of our work and training, financial professionals have more personal finance knowledge than the general population. However, sometimes we spend so much time planning our company's future that we neglect or defer taking steps to build our own personal net worth. If you are dissatisfied about the speed that you are accumulating savings, this session will help put you on the right track. Even if you are meeting your goals, this session will provide insights and ideas which will add to and reinforce what you may already be doing. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
What If Your Client Didn't Take Reasonable Compensation
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Online
1.00 Credits
Member Price: $55
Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: "My S Corp client didn't take reasonable compensation last year. Now what?" Knowing that reasonable compensation isn't just a tax obligation, but a strategic financial decision, you need to be armed with expert knowledge to help your client navigate this situation. Join us to discuss IRS regulations, understand preventive measures, and address challenges within the year. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.
Critical Thinking and Skepticism in AI-Augmented CPA Work
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Online
2.00 Credits
Member Price: $89
This course provides a concise overview of critical thinking and professional skepticism in AI-augmented CPA work. As artificial intelligence increasingly performs drafting, analysis, calculation, research, and other preparation tasks, CPAs are shifting toward higher-value roles involving review, verification, challenge, and professional judgment. Participants will examine professional standards, human cognitive biases, AI failure modes, evidence requirements, questioning techniques, vendor claims, documentation practices, and firm-level controls. The course emphasizes a central principle: AI output should be treated as an unverified claim requiring appropriate human challenge before professional reliance. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.
Taxation of the Cannabis Industry
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Online
2.00 Credits
Member Price: $89
This course offers a comprehensive exploration of the cannabis industry, delving into essential topics such as cannabis regulations, business models, financial management, and ethical considerations. A key focus is on distinguishing between Marijuana and Industrial Hemp, including their respective tax treatments. Participants will gain a thorough understanding of the unique challenges and opportunities within the cannabis sector, covering federal and state tax implications, licensing requirements, and market trends. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.
Taxation of Judgements and Settlements
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Online
2.40 Credits
Member Price: $99
In the course of legal actions, payments may be made pursuant to a final disposition of a court case or a mutually agreed-upon settlement. This course will cover the tax implications for payments made for personal injury, emotional distress, lost wages, punitive awards, pre- and post-judgement interest, contract claims, among other damages. **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com. Delivery Method: Individual webcast CPE Credit: 2.4Program Level: Basic
Money Laundering 101 for CPAs
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Online
4.00 Credits
Member Price: $149
CPAs spend most of their working lives reviewing bank statements and books and records of businesses. They are experts in understanding how to prepare financial statements according to GAAP. But would a CPA know a possible money laundering transaction if they saw it? Would they know about a money laundering business? Money laundering is a subject of many action and thriller movies, but rarely understood. This presentation will educate the CPA in understanding the basics of money laundering and how to identify money laundering. This presentation will help the CPA know the truth about money laundering, how to identify it, the statutes that define it, and the court cases that interpret it. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.
2025-2026 Federal Tax Updates - Business Entities
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Online
8.00 Credits
Member Price: $239
The tax landscape is constantly changing, challenging tax practitioner to stay abreast of these developments. This eight hour program will cover issues unique to business entities, including new court decisions, recent IRS publications, and the latest tax legislation that will impact businesses and individuals. The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.
Yellow Book: Staying Compliant With Government Auditing Standards
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Online
8.00 Credits
Member Price: $319
Complying with relevant standards Understanding the concepts and standards of generally accepted government auditing standards (GAGAS) is an important aspect of performing Yellow Book audits. By examining everything from GAGAS's foundation and principles to professional competence and continuing professional education, you'll increase your knowledge of requirements and standards. You'll cover various topics, including: Quality control and peer review Reporting standards for performance audits Ethics, independence, and professional judgment Professional competence and continuing professional education Standards for financial audits, attestation engagements, reviews of financial statements, and performance audits Staying current with the most recent requirements You'll explore Yellow Book requirements and guidance based on *Government Auditing Standards*, 2024 Revision, as well as other technical updates. The 2024 revision offers guidance related to: Shifting from a quality control to a quality management approach Risk-based process for quality management Engagement quality reviews of GAGAS engagements Key audit matters for financial audits Implementing your new knowledge Review questions and practice exercises help reinforce your learning and enhance your comprehension of the material.